Fiscal.ai is the closest drop-in replacement with overlapping coverage in Screeners, Portfolio, and Alerts while adding Stock Ideas and Stock Comparison coverage, Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds. and Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier. features, and a free tier (category overlap ~71%).
VOL. XCIV, NO. 247
Free Alternatives to Reflexivity
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Free Alternatives to Reflexivity
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Reflexivity before paying for another subscription.
Switching from Reflexivity doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Screeners to Portfolio and beyond. Each pick below is ranked by how closely it matches Reflexivity's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap48%Category match
Mobile Ready9Native apps
Quick takeaways
Every pick keeps a free tier; start with Fiscal.ai, GuruFocus, and TipRanks to road-test Reflexivity workflows without paying up front.
Need mobile access? GuruFocus, TipRanks, and Investing.com bring phone-ready workflows that Reflexivity lacks.
Round out your stack with new coverage areas like Stock Ideas, Stock Comparison, Data Visualizations, and Watchlist.
Reflexivity still leads on Performance Attribution, so keep it handy for those workflows.
Similarity score 1791Category overlap: 71%
Shared coverage
ScreenersPortfolioAlertsNewsData APIsTranscripts
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Stock Ideas, Stock Comparison, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and Watchlist
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 1660Category overlap: 64%
Shared coverage
ScreenersPortfolioBacktestingAlertsNewsData APIs
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Stock Comparison, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, Stock Comparison, Data Visualizations, and Investor Holdings
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1637Category overlap: 57%
Shared coverage
ScreenersPortfolioAlertsNewsData APIsAI
Assets: Stocks, ETFs, and Commodities
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what Reflexivity offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, Top Analysts, ETF Screeners, and Stock Comparison
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Similarity score 1575Category overlap: 57%
Shared coverage
ScreenersScenario & Stress TestsPortfolioBacktestingAlertsTranscripts
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- DeepVest keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Wealth Management, Data Visualizations, and Correlation coverage beyond what Reflexivity offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and News.
Adds coverage: Wealth Management, Data Visualizations, Correlation, and Risk Metrics
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 1512Category overlap: 50%
Shared coverage
ScreenersPortfolioAlertsNewsTranscriptsAI
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into Calendar, Dividends, and Splits coverage beyond what Reflexivity offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Calendar, Dividends, Splits, and IPO
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Similarity score 1495Category overlap: 57%
Shared coverage
ScreenersPortfolioBacktestingNewsTranscriptsAI
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- EPSMomentum keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- EPSMomentum adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Data Visualizations, and Money Flow coverage beyond what Reflexivity offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, Data Visualizations, Money Flow, and Watchlist
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
Similarity score 1334Category overlap: 50%
Shared coverage
ScreenersPortfolioAlertsNewsTranscriptsAI
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Fey keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Watchlist, Calendar, and News Sentiment coverage beyond what Reflexivity offers.
- Standout features include Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Watchlist, Calendar, News Sentiment, and Improved Filings
Standout features: Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes., and Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
Similarity score 1323Category overlap: 43%
Shared coverage
ScreenersQuantPortfolioBacktestingAlertsNews
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Stock Ideas, and Watchlist coverage beyond what Reflexivity offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with Reflexivity if you still need Performance Attribution, Scenario & Stress Tests, and Data APIs.
Adds coverage: Data Visualizations, Stock Ideas, Watchlist, and Correlation
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 1257Category overlap: 43%
Shared coverage
ScreenersQuantPortfolioBacktestingData APIsAPIs & SDKs
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Watchlist, Correlation, and Risk Metrics coverage beyond what Reflexivity offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Reflexivity if you still need Performance Attribution, Scenario & Stress Tests, and Alerts.
Adds coverage: Watchlist, Correlation, Risk Metrics, and Factor Exposure
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 1249Category overlap: 42%
Shared coverage
ScreenersData APIsAIAI ChatAPIs & SDKs
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- OpenBB adds mobile access for on-the-go monitoring.
- Expands into Sheets / Excel Add-ins, Data Visualizations, and Custom Dashboards coverage beyond what Reflexivity offers.
- Standout features include Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., and OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Sheets / Excel Add-ins, Data Visualizations, Custom Dashboards, and Financials
Standout features: Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)., and OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
Similarity score 1240Category overlap: 36%
Shared coverage
ScreenersPortfolioAlertsNewsTranscripts
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Data Visualizations, and Custom Dashboards coverage beyond what Reflexivity offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: ETF Screeners, Data Visualizations, Custom Dashboards, and Correlation
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 1219Category overlap: 43%
Shared coverage
ScreenersQuantPortfolioBacktestingData APIsAPIs & SDKs
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Data Visualizations, Stock Ideas, and Watchlist coverage beyond what Reflexivity offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Reflexivity if you still need Performance Attribution, Scenario & Stress Tests, and Alerts.
Adds coverage: Data Visualizations, Stock Ideas, Watchlist, and Correlation
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 1191Category overlap: 43%
Shared coverage
ScreenersPortfolioBacktestingAlertsNewsAPIs & SDKs
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: ETF Screeners, Stock Comparison, Data Visualizations, and Correlation
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Similarity score 1182Category overlap: 36%
Shared coverage
ScreenersNewsData APIsTranscriptsAPIs & SDKs
Assets: Stocks, ETFs, and Commodities
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Financial Modeling Prep (FMP) keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Calendar, Dividends, and Splits coverage beyond what Reflexivity offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Calendar, Dividends, Splits, and IPO
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 1177Category overlap: 43%
Shared coverage
ScreenersPortfolioAlertsNewsTranscriptsAI
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Tweenvest keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Data Visualizations, Watchlist, and Calendar coverage beyond what Reflexivity offers.
- Standout features include Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., and Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Data Visualizations, Watchlist, Calendar, and Dividends
Standout features: Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”., and Portfolio tracking with performance + dividends and “notifications for upcoming events”; portfolio entitlements scale by plan (1 portfolio / 20 positions on Pro; unlimited portfolios/positions on Pro+).
Similarity score 1171Category overlap: 43%
Shared coverage
AlertsData APIsTranscriptsAIAI ChatAPIs & SDKs
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Quartr keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Quartr adds mobile access for on-the-go monitoring.
- Expands into Financials, Analyst Forecasts, and Calendar coverage beyond what Reflexivity offers.
- Standout features include Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars..
- Pair it with Reflexivity if you still need Screeners, Quant, and Performance Attribution.
Adds coverage: Financials, Analyst Forecasts, Calendar, and Watchlist
Standout features: Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars., and Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
Similarity score 1162Category overlap: 50%
Shared coverage
ScreenersPortfolioBacktestingAlertsData APIsAPIs & SDKs
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Uncle Stock keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Data Visualizations, Financials, and Valuation Models coverage beyond what Reflexivity offers.
- Standout features include Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., and Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Data Visualizations, Financials, Valuation Models, and Scores
Standout features: Screens 97,000+ stocks (nano-cap to large-cap) with 2,000+ metrics; pricing page lists “History: 23 years” on Bronze., Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent)., Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude., and (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
Similarity score 1158Category overlap: 36%
Shared coverage
ScreenersPortfolioAlertsNewsTranscripts
Assets: Stocks, ETFs, and Commodities
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- MarketScreener keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- MarketScreener adds mobile access for on-the-go monitoring.
- Expands into Calendar, Stock Ideas, and Data Visualizations coverage beyond what Reflexivity offers.
- Standout features include Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., and Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Calendar, Stock Ideas, Data Visualizations, and Watchlist
Standout features: Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG., and Dynamic Chart with configurable technical indicators and quick switching between stocks and personal lists; technical indicators available on 30,000+ listed stocks.
Similarity score 1146Category overlap: 36%
Shared coverage
ScreenersNewsTranscriptsAIAI Chat
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Monexa keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Stock Ideas, Calendar, and Financials coverage beyond what Reflexivity offers.
- Standout features include Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., and Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting..
- Pair it with Reflexivity if you still need Quant, Performance Attribution, and Scenario & Stress Tests.
Adds coverage: Stock Ideas, Calendar, Financials, and Data Visualizations
Standout features: Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting., and Company dashboards include an interactive stock chart with historical price data and comparison tools, plus multiple time ranges (e.g., 1M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, 20Y, Max) and valuation metrics.
Similarity score 1142Category overlap: 55%
Shared coverage
AlertsNewsTranscriptsAIAI ChatAPIs & SDKs
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web and API
Pricing: Subscription
Why investors switch
- Changeflow (Trackly) keeps a free tier, so you can replicate Reflexivity workflows without upgrading.
- Expands into Regulatory Filings Monitoring, Insider Data, and 13F coverage beyond what Reflexivity offers.
- Standout features include AI / natural-language setup: paste a URL and describe what you care about; no manual configuration required., AI-generated summaries and relevance filtering to reduce noisy/irrelevant page-change alerts., and Investment-focused monitoring: positioned as optimized for SEC filings and corporate disclosures with materiality filtering and “within minutes” alerts..
- Pair it with Reflexivity if you still need Screeners, Quant, and Performance Attribution.
Adds coverage: Regulatory Filings Monitoring, Insider Data, 13F, and AI Filings Summary
Standout features: AI / natural-language setup: paste a URL and describe what you care about; no manual configuration required., AI-generated summaries and relevance filtering to reduce noisy/irrelevant page-change alerts., Investment-focused monitoring: positioned as optimized for SEC filings and corporate disclosures with materiality filtering and “within minutes” alerts., and SEC coverage described as supporting monitoring across EDGAR filing types (e.g., 8-K, 10-K, 10-Q, Form 4, 13F, proxy statements, S-1, and more).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×18Portfolio×15Alerts×14News×14Transcripts×13AI×12APIs & SDKs×10AI Chat×9
New angles introduced
Categories the alternatives add beyond Reflexivity.
Data Visualizations+15Financials+15Calendar+14Watchlist+13Analyst Forecasts+11Analyst Price Targets+9Stock Ideas+9Dividends+8
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
9/20
9 alternatives bring native mobile access.
API availability
11/20
11 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 13 tested
10 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
48%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Reflexivity?
Start with Fiscal.ai, GuruFocus, and TipRanks to replicate Reflexivity workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which Reflexivity workflows stay covered on the free plan?
Expect solid overlap across Screeners, Portfolio, Alerts, News, Data APIs, Transcripts, AI, AI Chat, AI Report, APIs & SDKs, Backtesting, Scenario & Stress Tests, and Quant, so core Reflexivity workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Ideas, Stock Comparison, Data Visualizations, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, Calendar, Splits, Financials, Valuation Models, Dividends, Improved Filings, Insider Data, Institutional Data, 13F, AI Business Summary, AI Filings Summary, AI Earnings Summary, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Webhooks, Blogs, Newsletters, Education, US Government Trades, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, Short Interest, 13D/13G, Videos, Forums, Stock Handbook, Top Analysts, ETF Screeners, ETF Comparison, Options & Derivatives, Bulls Say Bear Say, News Sentiment, Buybacks & Authorizations, Options P&L, Compounding Calculator, Retirement Calculator, Wealth Management, Correlation, Risk Metrics, Options, Audit Trail / Supervision, Money Flow, Market Sentiment, Dark Pool & Off-Exchange, Custom Dashboards, Factor Exposure, Paper Trading, Broker Connectors, Order Book / Level II, Sheets / Excel Add-ins, ETF Fundamentals, ETF Valuation, Fund Overview, Fund Performance, Fund Holdings, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, Consumer Sentiment, Housing & Construction, ESG Ratings, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, Dividend, and Regulatory Filings Monitoring show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Reflexivity?
Quant, Performance Attribution, Scenario & Stress Tests, Backtesting, AI Report, APIs & SDKs, Transcripts, AI Chat, News, Data APIs, Alerts, AI, Portfolio, and Screeners remain strengths for Reflexivity. Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
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Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.